Ud Jacoby 1962 for Columbia
DALLAS, TX EIN: 13-6792520
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$16.0M
+8.5% YoY
Annual Giving
$677K
+29.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$677K
+29.9% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,989,731 | $14,741,550 | $15,422,039 |
| Revenue | $2,103,604 | $-6,815 | $-717,881 |
| Expenses | $837,100 | $664,553 | $892,752 |
| Qualifying Distributions | $730,696 | $568,502 | $794,819 |
| Net Investment Income | $1,977,488 | $231,939 | $179,740 |
| Distributable Amount | $732,950 | $676,402 | $693,892 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Ud Jacoby 1962 for Columbia fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $132,228 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $3.2M (100%)
States
Cities
New York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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